At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Bring your passion for helping people and making a difference. At Schwab, our service team helps participants take ownership of their financial future. Youdon’tneed afinancebackground. What matters is your commitment to serving others and eagerness to learn.
As a Participant Service Professional,you’llanswer inbound calls from stock plan participants, providing clear, empathetic guidance and personalized solutions.You’lleducateparticipantson their stock plans,assistwithtransactions foroptions, restricted stock, ESPPs, andmore,empowering them to make informed decisions.
Through structured training, coaching, and hands-on experience,you’llbuildexpertisein financial services and gain skills for a rewarding career.We’llsupport you from day one with paid traininginthe Schwab Service Academy, helping you earn your SIE and FINRA Series 7 & 63 licenses.
Ifyou’reready to make an impact and grow your career, your journey starts here.
What you haveWhat you have
We believe great service starts with the right mindset and skills.Successful candidates are required to have
Preferred Qualificationsinclude
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
Participant Services Specialist – Stock Plan Support
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